Set up alerts

Stay updated on your balance, recent transactions, upcoming bill payments and more.

Keep on top of your account with helpful bank alerts.


While certain alerts about account security are automatically sent to you, there are a number of alerts you can create, depending on the information you want. When you set up an alert, you select how often and where it is sent—to your primary email address, to your alerts inbox, which is in the main menu, or as a push notification to the app on your phone.



Below are some examples of bank alerts and how to set them up in digital banking. Once you decide which alerts you want, start by logging into digital banking, going to settings and clicking on alerts. Select the custom alerts you want by using the dropdown menu called add custom alerts and following the prompts.

How it’s helpful
Receive an alert when your account balance falls below or above a certain amount.


Example
Send me an alert when my checking account balance falls below $100.


How to set it up
  1. Choose the alert named daily balance threshold alert and select the account.
  2. Select less than.
  3. Enter $100 (or the amount you wish to be your threshold).
  4. Choose where you want the alert sent and click save.

Mobile Phone displaying balance alerts

How it’s helpful
Receive an alert notifying you of your account balance. You can choose daily, weekly, monthly or quarterly alerts.

Example
Send me an alert with my balance once a week.

How to set it up
  1. Choose periodic account balance and select the account.
  2. Select the frequency—in this case, every week.
  3. Choose frequency details—such as the day of the week you want the alert.
  4. Choose where you want the alert sent and click save.

Please note: The alerts about your account balance are helpful, but should NOT be solely relied upon for your balance information. Your balance won’t include transactions we don’t know about yet, such as checks that you’ve written but haven’t yet been posted. Other examples include a payment at a restaurant where you add a tip, or when your debit card is used at a gas pump.

Mobile phone showing balance notification settings

How it’s helpful
Receive an alert when certain transactions occur under pay & transfer. This can be particularly helpful to track significant payments, such as car
payments or rent, that have a bigger impact on your balance.


Example
Send me an alert when my car payment clears.


How to set it up
  1. Select transaction alert.
  2. Enter the merchant’s name, such as "Toyota Financial Services." Be sure to type in the merchant’s name exactly as it appears under transactions.
  3. Choose where you want the alert sent and click save.
Mobile phone showing transaction alert settings

How it’s helpful
If you’ve set up a budget in the digital banking planning tools feature, you can set up alerts that notify you when you approach
or go over in a certain category.

Example
Send me an alert when I’m approaching my grocery budget by $25.

How to set it up
  1. Choose budget category spending.
  2. Select the category you want to be notified about and the amount or budget percent threshold you wish.
  3. Select approaches budget by and enter the amount—in this case, $25.
  4. Choose where you want the alert sent and click save.

Please note: Alerts are meant to notify you about certain account activity. However, they’re not delivered in real time, so you won’t get immediate notification about account activity. Alerts are meant to be a helpful guide, but should not be solely relied upon for your balance information.

Phone showing budget category feature

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